BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+4.51%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$154M
AUM Growth
+$6.21M
(+4.2%)
Cap. Flow
+$318K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
31.4%
Holding
122
New
5
Increased
36
Reduced
44
Closed
4
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$1.98M |
| 2 |
iShares California Muni Bond ETF
CMF
|
+$480K |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
+$368K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$314K |
| 5 |
Boeing
BA
|
+$222K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
+$1.81M |
| 2 |
Nucor
NUE
|
+$890K |
| 3 |
WFM
Whole Foods Market Inc
WFM
|
+$368K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$210K |
| 5 |
Chubb
CB
|
+$200K |
Sector Composition
| 1 | Healthcare | 15.05% |
| 2 | Financials | 11.59% |
| 3 | Technology | 10.71% |
| 4 | Energy | 6.72% |
| 5 | Consumer Staples | 5.68% |
